Tuttle Capital Management, LLC

RIASEC Registered

Total AUM

$5.5B

Discretionary

$4.8B

87% of AUM

Avg account

$67.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 164937
Registered since: August 14, 2012
Website: www.tuttlecap.com
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: Investment Companies100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tuttle Capital Management, LLC is an institutional RIA that describes itself as a capital allocator to institutional clients. The firm is registered with the SEC and registered in 2012. Its advisory menu spans portfolio management for individuals and institutions, financial planning, management of pooled vehicles and investment companies, and selection of outside advisers. It also reports CPO/CTA activity, which suggests the firm operates or advises on commodity/managed‑futures programs. Fees are charged through a mix of percentage of AUM, hourly charges and other arrangements. The firm does not identify as an active ESG investor.